Running and Reading the Posted Patient Payments Report
This report is used to view payments by patient(s) over a specified time frame.
Note: This report is updated at the top of each hour.
1. Click the Reports Tab > Click Posted Payment Report - By Patient
![Click the Reports Tab > Click Posted Payment Report - By Insurance](https://media.screensteps.com/image_assets/assets/002/800/726/original/3c066f29-8349-4284-b91c-d191e34b68fb.png)
2. Set the date range. Click on the Calendar icon to select the From Post Date
![Set the date range. Click on the Calendar icon to select the From Post Date](https://media.screensteps.com/image_assets/assets/002/800/728/original/7e6d9859-8c4e-49a1-bc32-9e319eaf5b18.png)
3. Use the arrows to change the date.
Note: the report can display 12 months of information
![Use the arrows to change the date.](https://media.screensteps.com/image_assets/assets/000/187/155/original/5f96711a-2d59-458c-a027-3aa2c7098ef9.png)
4. You have the option to display single or multiple locations > Click Run
![You have the option to display single or multiple locations > Click Run](https://media.screensteps.com/image_assets/assets/000/187/146/original/29ee2bf8-831e-4b11-8757-b2de8cff622a.png)
5. Patient details are broken out by date and payment type. Multiple invoices will be displayed.
![The second section breaks out details for each insurance. Multiple invoices will be displayed.](https://media.screensteps.com/image_assets/assets/000/187/144/original/3a016755-24f9-40b1-b290-dd12bcfff247.png)
6. Other options:
Run Report by: Payment Post Date or Date of Service
Running the report by date of service will display all payments that have been posted to an invoice that has a date of service within the selected range.
Running the report by post date will display all payments that have been posted within the selected range.
![Other options:](https://media.screensteps.com/image_assets/assets/004/772/924/original/a8d9eae1-c9d0-4133-868c-d9e01954ccec.png)
![Discuss helpfile reports | Microsoft Teams](https://media.screensteps.com/image_assets/assets/004/772/926/original/0655f249-35b3-4584-ad33-58251684a55d.png)
7. More Options:
Payment Method: EFT, Check, debit, credit, etc.
Product Category: select individual or multiple categories. If Frames are selected addition filter fields appear (SKU ,Manufactureer, Brand, Model)
![More Options:](https://media.screensteps.com/image_assets/assets/000/187/149/original/6b53c60c-4310-40ea-8146-c79afd489fdf.png)